JLEEX Mutual Fund

JLEEX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
-1.00%
3 Months
+1.12%
6 Months
+3.55%
YTD
+5.41%
1 Year
+12.10%
3 Years (annualized)
+9.88%
5 Years (annualized)
+4.22%
10 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLEEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
John Hancock 2025 Lifetime Index
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+6.99%
vs Peers
-1.58%

JLEEX Mutual Fund Performance

JLEEX performance across multiple time periods: 1-month -1.00%, YTD 5.41%, 1-year 12.10%, 3-year 9.88%, 5-year 4.22%, 10-year 7.30%.

JLEEX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

JLEEX vs another fund shows side-by-side returns. JLEEX alternatives are available in the Mutual Fund Screener.